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CWIAX vs HEOFX
CWIAX vs HEOFX Comparison
Open Charts CWIAX vs HEOFX
American Funds Capital World Gr&Inc 529A
Price$67.65
Change-$0.27 (-0.40%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities F
Price$17.31
Change-$0.07 (-0.40%)
VolumeN/A
CapitalizationN/A
CWIAX vs HEOFX Comparison Chart
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CWIAX vs. HEOFX commentary
Nov 15, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CWIAX is a StrongSell and HEOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 127B vs. HEOFX (134M). CWIAX pays higher dividends than HEOFX: CWIAX (1.67) vs HEOFX (0.80). CWIAX was incepted earlier than HEOFX: CWIAX (23 years) vs HEOFX (8 years). HEOFX is a more actively managed with annual turnover of: 75.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than HEOFX: CWIAX (250) vs HEOFX (1000000). HEOFX (21.99) and CWIAX (20.96) have marching annual gain over last year. HEOFX return over 5 years is better than : 59.96 vs. CWIAX (46.10).
| CWIAX | HEOFX | CWIAX / HEOFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 14.747 | 11.697 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 134M | 94,776% |
| Annual Yield % from dividends | 1.67 | 0.80 | 208% |
| Returns for 1 year | 20.96 | 21.99 | 95% |
| Returns for 3 years | 6.80 | -3.81 | -178% |
| Returns for 5 years | 46.10 | 59.96 | 77% |
| Returns for 10 years | 74.87 | N/A | - |